JPMorgan Chase & Co.
MX ˙ BMV ˙ US46625H1005
SecurityMX:JPM / JPMorgan Chase & Co.
InstitutionAPG Asset Management N.V.
Latest Disclosed Ownership3,362,145 shares
Latest Disclosed Value $ 858,365,365
APG Asset Management N.V. reports 16.49% increase in ownership of JPM / JPMorgan Chase & Co.

On May 13, 2026 - APG Asset Management N.V. filed a 13F-HR form disclosing ownership of 3,362,145 shares of JPMorgan Chase & Co. (MX:JPM) valued at $858,365,365 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,886,209 shares of JPMorgan Chase & Co.. This represents a change in shares of 16.49% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F JPMORGAN CHASE COM 46625H100 3,362,145 475,936 16.49 858,365 8.40 2.7197
2026-02-12 2025-12-31 13F JPMORGAN CHASE COM 46625H100 2,886,209 164,988 6.06 791,855 8.40 2.2474
2025-11-12 2025-09-30 13F JPMORGAN CHASE COM 46625H100 2,721,221 -27,704 -1.01 730,515 7.60 2.0503
2025-08-12 2025-06-30 13F JPMORGAN CHASE COM 46625H100 2,748,925 -23,755 -0.86 678,912 7.83 2.0103
2025-05-14 2025-03-31 13F JPMORGAN CHASE COM 46625H100 2,772,680 47,207 1.73 629,641 -0.20 1.9530
2025-02-13 2024-12-31 13F JPMORGAN CHASE COM 46625H100 2,725,473 2,236,740 457.66 630,925 583.28 1.7573
2024-11-14 2024-09-30 13F JPMORGAN CHASE COM 46625H100 488,733 -3,608,915 -88.07 92,338 -88.06 0.6129
2024-08-14 2024-06-30 13F JPMORGAN CHASE COM 46625H100 4,097,648 65,773 1.63 773,306 3.42 1.3797
2024-05-14 2024-03-31 13F JPMORGAN CHASE COM 46625H100 4,031,875 228,789 6.02 747,763 27.69 1.3100
2024-02-13 2023-12-31 13F JPMORGAN CHASE COM 46625H100 3,803,086 -66,031 -1.71 585,620 4.37 1.1423
2023-11-14 2023-09-30 13F JPMORGAN CHASE COM 46625H100 3,869,117 -188,337 -4.64 561,099 3.74 1.1474
2023-08-14 2023-06-30 13F JPMORGAN CHASE COM 46625H100 4,057,454 205,779 5.34 540,895 17.08 1.0910
2023-05-12 2023-03-31 13F JPMORGAN CHASE COM 46625H100 3,851,675 -288,858 -6.98 461,974 83,138.56 0.9802
2023-02-14 2022-12-31 13F JPMORGAN CHASE COM 46625H100 4,140,533 589,609 16.60 555 -99.85 1.0556
2022-11-14 2022-09-30 13F JPMORGAN CHASE COM 46625H100 3,550,924 -177,088 -4.75 378,780 -5.67 0.9771
2022-08-12 2022-06-30 13F JPMORGAN CHASE COM 46625H100 3,728,012 -824,830 -18.12 401,561 -28.01 0.9412
2022-05-12 2022-03-31 13F JPMORGAN CHASE COM 46625H100 4,552,842 -218,091 -4.57 557,807 -16.03 1.0541
2022-02-11 2021-12-31 13F JPMORGAN CHASE COM 46625H100 4,770,933 -634,256 -11.73 664,331 -12.98 1.1286
2021-11-15 2021-09-30 13F/A-1 JPMORGAN CHASE COM 46625H100 5,405,189 -414,856 -7.13 763,428 0.01 1.3568
2021-11-15 2021-09-30 13F JPMORGAN CHASE COM 46625H100 5,405,189 -414,856 763,428 1.3719
2021-08-13 2021-06-30 13F JPMORGAN CHASE COM 46625H100 5,820,045 -871,555 -13.02 763,344 -11.93 1.2965
2021-05-14 2021-03-31 13F JPMORGAN CHASE COM 46625H100 6,691,600 -1,196,072 -15.16 866,725 5.81 1.4792
2021-02-12 2020-12-31 13F JPMORGAN CHASE COM 46625H100 7,887,672 -161,563 -2.01 819,163 23.96 1.3361
2020-11-12 2020-09-30 13F JPMORGAN CHASE COM 46625H100 8,049,235 -372,000 -4.42 660,811 -6.30 1.1438
2020-08-14 2020-06-30 13F JPMORGAN CHASE COM 46625H100 8,421,235 -331,246 -3.78 705,250 -10.50 1.2854
2020-05-19 2020-03-31 13F/A-2 JPMORGAN CHASE COM 46625H100 8,752,481 -123,431 -1.39 787,986 -28.51 1.5446
2020-05-15 2020-03-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,752,481 0 787,986 1.5604
2020-05-14 2020-03-31 13F JPMORGAN CHASE COM 46625H100 7,618,380 -1,257,532 686,831 1,285,034.9874
2020-02-13 2019-12-31 13F JPMORGAN CHASE COM 46625H100 8,875,912 422,600 5.00 1,102,274 20.79 1.7908
2019-11-08 2019-09-30 13F JPMORGAN CHASE COM 46625H100 8,453,312 450,650 5.63 912,558 16.15 1.5031
2019-08-13 2019-06-30 13F JPMORGAN CHASE COM 46625H100 8,002,662 384,282 5.04 785,649 14.39 1.3479
2019-05-14 2019-03-31 13F JPMORGAN CHASE COM 46625H100 7,618,380 -909,900 -10.67 686,831 -5.69 1.2607
2019-02-19 2018-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,528,280 -18,200 -0.21 728,278 -12.29 1.4804
2019-02-13 2018-12-31 13F JPMORGAN CHASE COM 46625H100 8,528,280 -18,200 728,278
2018-11-09 2018-09-30 13F JPMORGAN CHASE COM 46625H100 8,546,480 1,088,800 14.60 830,293 24.75 1.4538
2018-08-13 2018-06-30 13F JPMORGAN CHASE COM 46625H100 7,457,680 545,700 7.89 665,573 7.69 1.2234
2018-05-14 2018-03-31 13F JPMORGAN CHASE COM 46625H100 6,911,980 -471,414 -6.38 618,051 -6.01 1.1950
2018-02-21 2017-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 7,383,394 1,046,834 16.52 657,545 8.65 1.2028
2018-01-24 2017-12-31 13F JPMORGAN CHASE COM 46625H100 7,383,394 1,046,834 657,545
2017-10-19 2017-09-30 13F JPMORGAN CHASE COM 46625H100 6,336,560 -416,645 -6.17 605,205 -1.95 0.9966
2017-07-21 2017-06-30 13F JPMORGAN CHASE COM 46625H100 6,753,205 -603,652 -8.21 617,243 -4.48 1.1211
2017-05-01 2017-03-31 13F JPMORGAN CHASE COM 46625H100 7,356,857 -289,372 -3.78 646,226 3.31 1.1843
2017-01-30 2016-12-31 13F JPMORGAN CHASE COM 46625H100 7,646,229 -998,608 -11.55 625,545 8.67 1.1764
2016-10-31 2016-09-30 13F JPMORGAN CHASE COM 46625H100 8,644,837 256,700 3.06 575,660 10.44 1.0114
2016-08-11 2016-06-30 13F JPMORGAN CHASE COM 46625H100 8,388,137 -436,628 -4.95 521,239 -0.26 0.9810
2016-05-16 2016-03-31 13F JPMORGAN CHASE COM 46625H100 8,824,765 352,515 4.16 522,603 -6.58 1.0843
2016-02-17 2015-12-31 13F/A-1 JPMORGAN CHASE COM 46625H100 8,472,250 -1,077,254 -11.28 559,423 -3.92 1.2884
2016-02-16 2015-12-31 13F JPMORGAN CHASE COM 46625H100 691,423 559,423
2015-11-12 2015-09-30 13F JPMORGAN CHASE COM 46625H100 9,549,504 -582,755 -5.75 582,233 -15.20 1.3334
2015-08-12 2015-06-30 13F JPMORGAN CHASE COM 46625H100 10,132,259 600,902 6.30 686,562 18.90 1.3772
2015-05-14 2015-03-31 13F JPMORGAN CHASE COM 46625H100 9,531,357 368,035 4.02 577,410 0.69 1.1936
2015-02-09 2014-12-31 13F JPMORGAN CHASE COM 46625H100 9,163,322 947,170 11.53 573,441 15.86 1.0992
2014-11-12 2014-09-30 13F JPMORGAN CHASE COM 46625H100 8,216,152 -148,792 -1.78 494,941 2.69 1.0007
2014-08-11 2014-06-30 13F JPMORGAN CHASE COM 46625H100 8,364,944 465,485 5.89 481,988 0.50 1.0290
2014-04-30 2014-03-31 13F JPMORGAN CHASE COM 46625H100 7,899,459 813,367 11.48 479,576 15.73 1.2530
2014-02-20 2013-12-31 13F/A-1 JPMORGAN CHASE & COM 46625H100 7,086,092 -91,965 -1.28 414,395 11.69 1.2182
2014-02-12 2013-12-31 13F JPMORGAN CHASE & COM 46625H100 7,086,092 414,395
2013-11-13 2013-09-30 13F JPMORGAN CHASE & COM 46625H100 7,178,057 -849,971 -10.59 371,034 -12.45 1.1721
2013-08-14 2013-06-30 13F JPMORGAN CHASE & COM 46625H100 8,028,028 8,028,028 423,800 1.3230
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.